First Citizens Bancshares Inc
FCNCA- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000798941
In the last 90 days, First Citizens Bancshares Inc insiders filed 1 open-market purchase and 1 sale; 626 institutions reported holding it in 13F filings for Q2 2026, worth $13.8B in total; superinvestors Harris Associates (Oakmark) and Coatue Management hold it.
13F holders, Q3 2021
Institutional positions in First Citizens Bancshares Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 215
- −2 vs. Q2 2021
- Shares held
- 5.39M
- +276.6K (+5.4%) vs. Q2 2021
- Total value
- $4.54B
- +$286.6M (+6.7%) vs. Q2 2021
- New holders
- 17
- 45 more added
- Sold out
- 19
- 92 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FCNCA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 626 | $13.8B |
| Q1 2026 | 603 | $13.2B |
| Q4 2025 | 652 | $15.5B |
| Q3 2025 | 622 | $13.0B |
| Q2 2025 | 604 | $15.8B |
| Q1 2025 | 611 | $15.3B |
| Q4 2024 | 617 | $17.8B |
| Q3 2024 | 590 | $16.0B |
| Q2 2024 | 575 | $15.1B |
| Q1 2024 | 556 | $14.5B |
| Q4 2023 | 547 | $12.4B |
| Q3 2023 | 498 | $12.3B |
| Q2 2023 | 472 | $11.7B |
| Q1 2023 | 411 | $9.13B |
| Q4 2022 | 395 | $6.88B |
| Q3 2022 | 368 | $7.77B |
| Q2 2022 | 343 | $6.98B |
| Q1 2022 | 354 | $6.91B |
| Q4 2021 | 242 | $4.56B |
| Q3 2021 | 215 | $4.54B |
| Q2 2021 | 218 | $4.26B |
| Q1 2021 | 213 | $3.80B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3 | $3.00K | 0.00% | −1−25.0% | Reduced |
| JJJ Advisors Inc. | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 7 | $6.00K | 0.00% | −1−12.5% | Reduced |
| Denali Advisors LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 27 | $22.0K | 0.00% | +7+35.0% | Added |
| Dark Forest Capital Management LP | 34 | $29.0K | 0.01% | +34 | New |
| O'Shaughnessy Asset Management, LLC | 41 | $35.0K | 0.00% | −166−80.2% | Reduced |
| State of Wyoming | 45 | $38.0K | 0.02% | −17−27.4% | Reduced |
| First Bank & Trust | 59 | $50.0K | 0.02% | +6+11.3% | Added |
| Parallel Advisors, LLC | 61 | $51.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 62 | $52.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 67 | $56.0K | 0.00% | −8−10.7% | Reduced |
| Fortis Advisors, LLC | 75 | $63.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $84.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 119 | $100.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 120 | $101.2K | 0.00% | −5−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 121 | $102.0K | 0.00% | +121 | New |
| Toronto Dominion Bank | 123 | $104.0K | 0.00% | +10+8.8% | Added |
| US Bancorp | 126 | $107.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 131 | $110.0K | 0.00% | +48+57.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 160 | $135.0K | 0.00% | −300−65.2% | Reduced |
| SG Americas Securities, LLC | 163 | $137.0K | 0.00% | −326−66.7% | Reduced |
| IFP Advisors, Inc | 165 | $139.0K | 0.00% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 250 | $211.0K | 0.22% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 252 | $212.0K | 0.00% | −6−2.3% | Reduced |
| Allianz Asset Management GmbH | 252 | $212.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 251 | $216.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 257 | $217.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 260 | $219.0K | 0.00% | −4−1.5% | Reduced |
| Bragg Financial Advisors, Inc | 268 | $226.0K | 0.01% | −60−18.3% | Reduced |
| Ensign Peak Advisors, Inc | 275 | $232.0K | 0.00% | +205+292.9% | Added |
| Old National Bancorp | 280 | $236.0K | 0.01% | −15−5.1% | Reduced |
| Boothbay Fund Management, LLC | 284 | $239.0K | 0.01% | +284 | New |
| D.A. Davidson & Co. | 300 | $253.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $253.0K | 0.03% | 00.0% | Unchanged |
| People's United Financial, Inc. | 314 | $265.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 330 | $278.0K | 0.02% | +330 | New |
| Prudential Financial Inc | 343 | $289.0K | 0.00% | −10−2.8% | Reduced |
| Smith, Salley & Associates | 350 | $295.0K | 0.02% | 00.0% | Unchanged |
| United Bank | 351 | $296.0K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 360 | $304.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 360 | $304.0K | 0.00% | +360 | New |
| Macquarie Group Ltd | 372 | $314.0K | 0.00% | −13−3.4% | Reduced |
| Marshall Wace, LLP | 389 | $328.0K | 0.00% | +389 | New |
| Bartlett & Co. LLC | 400 | $337.0K | 0.01% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 400 | $337.0K | 0.14% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 400 | $337.0K | 0.00% | +31+8.4% | Added |
| Quantbot Technologies LP | 400 | $337.0K | 0.02% | +400 | New |
| Bartlett & Co. Wealth Management LLC | 400 | $337.3K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 424 | $358.0K | 0.00% | +424 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 431 | $363.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 435 | $367.0K | 0.05% | −2−0.5% | Reduced |
| Canandaigua National Corp | 454 | $383.0K | 0.06% | −12−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 460 | $387.0K | 0.01% | +335+268.0% | Added |
| Pettinga Financial Advisors, LLC | 485 | $409.0K | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 494 | $417.0K | 0.00% | −5,738−92.1% | Reduced |
| Cardinal Capital Management | 498 | $420.0K | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 505 | $426.0K | 0.14% | −25−4.7% | Reduced |
| Two Sigma Securities, LLC | 514 | $433.0K | 0.09% | +514 | New |
| Pathstone Family Office, LLC | 517 | $435.0K | 0.01% | +35+7.3% | Added |
| HRT Financial LP | 519 | $437.0K | 0.00% | +519 | New |
| Maryland State Retirement & Pension System | 504 | $440.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 555 | $468.0K | 0.42% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 591 | $497.0K | 0.00% | −434−42.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 574 | $499.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 597 | $503.0K | 0.00% | +13+2.2% | Added |
| M&T Bank Corp | 598 | $504.0K | 0.00% | −40−6.3% | Reduced |
| Exencial Wealth Advisors, LLC | 600 | $506.0K | 0.02% | −100−14.3% | Reduced |
| Illinois Municipal Retirement Fund | 600 | $506.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 606 | $511.0K | 0.01% | −20−3.2% | Reduced |
| Holderness Investments Co | 606 | $511.0K | 0.17% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 620 | $523.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 623 | $525.0K | 0.00% | −3−0.5% | Reduced |
| Palladium Partners LLC | 625 | $527.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 661 | $557.0K | 0.00% | −1−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 708 | $597.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 757 | $638.0K | 0.00% | +37+5.1% | Added |
| Synovus Financial Corp | 783 | $660.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 800 | $675.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 802 | $676.0K | 0.06% | −1,398−63.5% | Reduced |
| Advisor Group Holdings, Inc. | 816 | $688.0K | 0.00% | +91+12.6% | Added |
| Deutsche Bank AG | 831 | $700.0K | 0.00% | −311−27.2% | Reduced |
| Teacher Retirement System of Texas | 925 | $780.0K | 0.00% | +186+25.2% | Added |
| SEI Investments Co | 903 | $801.0K | 0.00% | −560−38.3% | Reduced |
| Engineers Gate Manager LP | 974 | $821.0K | 0.05% | +974 | New |
| EAM Global Investors LLC | 981 | $827.0K | 0.20% | +981 | New |
| Jefferies Group LLC | 1,000 | $843.2K | 0.02% | −96−8.8% | Reduced |
| Voya Investment Management LLC | 1,007 | $849.0K | 0.00% | −5−0.5% | Reduced |
| Engrave Wealth Partners LLC | 1,011 | $852.0K | 0.25% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,093 | $921.0K | 0.01% | −61−5.3% | Reduced |